Follett VERSION 6.00 Manual de usuario descargar pdf (Pagina 208)

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101

04/04208 Patrons

How to export patron records

On the Patron Maintenance main window, select File | Export Patrons. In the

dialog, select the criteria you want to use to define your export records and check

the destination path displayed in the File Name text box. What appears in your

Select By and Patron Types dropdown lists will depend on what you defined in

System Setup.

Select patron status to export.

To choose another file destination

or to specify a different filename,

click Browse.

Click to begin exporting.

Identify how you want to select patron records to export. The available options include Name, ID,

Barcode, Location 1 or 2, and User Field 1 or 2.

Note: The Location and User Fields are customizable patron record prompts. For additional

information on changing these prompts, see Making it easier to create new patrons" on page 72.

Select the range of patrons you

want to include in the export.

For instructions on selecting the

starting and ending records, see

Defining a range" on page 489.

To limit the export to certain

graduation years or library card

expiration dates, select the Only

Patrons With check box, choose

Graduation Year or Card Expiration

Date, and enter the desired years.

To limit the patron types included

in the export, click Patron Types

(see page 493).

When you click Export, a progress window appears. The scrolling display shows

the names and types of patrons being exported. When the export is complete, a

message appears at the end of the scrolling display list, and the Cancel button

changes to Close.

You can interrupt this process by clicking the Cancel button. If interrupted, the

records exported before canceling are saved in the specified file. If you restart the

export process with the same selection criteria, a message appears asking

whether you want to replace this file.

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Follett VERSION 6.00 Manual de usuario Pagina 208

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